See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,647 | $99,079+81.3% | $77,999+130.3% | $273,961-34.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.94% | 217.93%-218.9pp | 425.96%-426.9pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,256 | $3,308-62.0% | $2,470-49.1% | $4,869-74.2% |
| Participant deferral / active EE | $2,242 | $4,306-47.9% | $3,497-35.9% | $5,287-57.6% |
| Admin fee / account holder | $4 | $8,954-100.0% | $5,480-99.9% | $10,132-100.0% |